See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,328 | $133,958-67.7% | $112,228-61.4% | $134,475-67.8% |
| Participation rate | 72.2% | 78.6%-6.3pp | 75.1%-2.8pp | 81.2%-9.0pp |
| Annual return | -18.50% | 47.11%-65.6pp | 27.45%-45.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,489 | $4,038-38.4% | $3,635-31.5% | $4,740-47.5% |
| Participant deferral / active EE | $4,939 | $5,291-6.6% | $4,728+4.5% | $6,400-22.8% |
| Admin fee / account holder | $3,136 | $7,489-58.1% | $6,410-51.1% | $11,426-72.5% |